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Microsoft (MSFT) Named Morgan Stanley’s Top Pick as CIOs See It Leading Generative AI Spending
Yahoo Finance· 2025-10-12 06:18
Microsoft Corporation (NASDAQ:MSFT) is one of the Hot AI Stocks to Keep on Your Radar. On October 9, Morgan Stanley reiterated the stock as “Overweight,” calling it their “Top Pick in large-cap software,” and stating that its “valuation is still at a discount to peers.” “Microsoft remains best positioned to capture incremental share of GenAI spend and IT budgets as workloads move to the cloud.” The firm’s quarterly survey of chief information officers (CIO) further reveals how the company is in an ideal ...
Microsoft’s (MSFT) AI Edge: RBC Sees Growth Across Both Infrastructure and Applications
Yahoo Finance· 2025-10-07 20:52
Microsoft Corporation (NASDAQ:MSFT) is one of the AI Stocks Investors Are Watching Closely. On October 3, RBC reiterated the stock as “Outperform” “We think Microsoft’s position as an Al leader stems from its ability to monetize across both infrastructure and applications.” The firm believes that Microsoft is an AI leader not only from the infrastructure layer but also from end-user applications. This dual strategy enables the company to capture revenue throughout the entire ecosystem. On the same day, ...
Truist Keeps Buy Rating on Microsoft (MSFT) After New OpenAI Deal
Yahoo Finance· 2025-09-26 12:07
Microsoft Corporation (NASDAQ:MSFT) is one of the 15 Best American Tech Stocks to Buy Right Now. On September 15, Truist Securities reaffirmed its Buy rating on Microsoft Corporation (NASDAQ:MSFT) with a $675 price target. This decision came after Microsoft Corporation (NASDAQ:MSFT) signed a non-binding deal with OpenAI for new relationship terms that allow OpenAI to restructure itself into a for-profit company. Truist Keeps Buy Rating on Microsoft (MSFT) After New OpenAI Deal Pixabay/Public Domain The ...
Microsoft Stock (MSFT) Seen Delivering Strong Total Returns, Analyst Notes
Yahoo Finance· 2025-09-19 05:16
Microsoft Corporation (NASDAQ:MSFT) is one of the AI Stocks Making Headlines This Week. On September 16, Morgan Stanley reiterated the stock as “Overweight” stating that its shares remain “attractive.” The firm noted that Microsoft’s 10% dividend increase has reinforced its strong earnings and return profile. It lifted its quarterly dividend by eight cents to $0.91 per share, or $3.64 annualized, thereby lifting the yield to 0.7% from 0.6%. This move “supports a durable strong teens+ total return profile ...